How do I semi-automate my list?

How do I semi-automate my list?

Here's a video tutorial on how to semi-automate your list:


To semi automate your list, click Leads

Click on the list you are looking to semi-automate.

This brings you to your lead list.

Within the list, click Pending Leads in the top right corner

This brings you to a list of the pending leads.

You can qualify leads by checking out their website under Company

You can Skip leads to exclude them from your list.

 These leads will be excluded from your automated list.

If you skip through 8 of the 25 leads that appear initially, refresh the page or click on another tab such as dashboard. Then go back into the pending leads page to view more leads to curate, as the list will refresh to 25 leads.

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  • 0

    I presume this is something that needs done daily before they are automatically pulled into the list or is there a way to re-populate pending every day or every so often for a manual review? Thanks!

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